Original filing (PDF)20251229104337NAL0017606993001

ELIAS MORTLAND SMITH & COMPANY LLC

Name: ELIAS MORTLAND SMITH & COMPANY LLC — ELIAS MORTLAND SMITH & COMPANY LLC MCF BENEFIT PLAN, Form 5500 (2024)
Creator: ELIAS MORTLAND SMITH & COMPANY LLC

Form 5500-SF

FILING_RECEIVED

ELIAS MORTLAND SMITH & COMPANY LLC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$461

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELIAS MORTLAND SMITH & COMPANY LLC.

Plan sponsor

Name